ACRU Financial records for leveraged strategies Join the waitlist →
Canada · Record-keeping for leveraged strategies

The records that make interest deductibility defensible

ACRU projects the Canadian leverage strategies in exact cents and keeps the record behind each figure: every re-borrowed dollar tied to the investment it funded, every year closed in a form your accountant can check. The projection is the part a spreadsheet does well. The tracing, years later and under someone else’s questions, is the part it does not.

Where to start

Strategies

Working out what borrowing to invest actually involves, or choosing between the Smith Manoeuvre and cash damming: each one described account by account.

Open strategies →

Calculators

Deciding whether the arithmetic justifies it. Both projections run against a fair unlevered baseline, under an assumption set you can read.

Open calculators →

Tax

Already running a strategy and wondering whether it survives scrutiny: the use test, the tracing it implies, and the case law behind both.

Open tax →

Platform

Wondering what a record-keeping platform does that a spreadsheet does not — what gets traced, what comes out of it, and what it refuses to claim.

Open platform →

For accountants

Defending a client’s tracing at year end. Working papers you can tie out, produced under a methodology that is published and versioned.

Open for accountants →

Run the numbers

Smith Manoeuvre calculator

Converts a mortgage into deductible investment debt month by month, then prices the whole thing against investing the same cash without borrowing.

Project the conversion →

Cash damming calculator

Routes rental or business expenses through a line of credit and runs both lives of the debt — with the dam and without it — to full debt-freedom.

Project the dam →

What stands behind a figure

The rules a figure was produced under

Where each claim is cited from, which engine computes every number, and what these pages will not say — versioned, changelogged, and stamped in every footer.

Read the methodology →

Where a figure comes from

Each borrowed dollar is recorded against the use it funded as the transactions happen, and every figure carries the working paper behind it.

Read what the platform records →

What it has to survive

Deductibility turns on use, tracing, and what you can still show years later. The tests are set out here, cited to primary sources.

Read the deductibility tests →

The projection is the easy part. The records are the work.

Deductibility survives on tracing — every re-borrowed dollar tied to the investment it funded, every year closed in a form your accountant can check. Join the waitlist and we will send you a permalink to every projection you run.

Join the waitlist

Join the waitlist.

We will email you a permalink to every projection you run, and tell you when the record-keeping platform opens. Nothing else, and you can stop the mail from any message.

Submitting opens your email app with these details filled in, addressed to waitlist@acru.ca. You send the message, and we add you to the list by hand until automatic signup is live.

The address is used for the list you are joining and nothing else — what happens to it is set out in the privacy policy, and the terms these pages are offered under cover the rest of the site.

Everything here is educational arithmetic under stated assumptions, not financial, tax, or investment advice. Interest deductibility depends on your circumstances and on maintaining adequate records; consult a qualified tax professional before implementing a leveraged strategy.